Best Investors Account Sign in
Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2026-02-27
  • PR RA
    APPROVED
    Since 2026-02-27

Branch Locations

B7 Tabonuco St Ste 1401, Guaynabo, PR 00968-3003 • United States

2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Investor Services Guaynabo PR 04/2025 Present
Mutual Of Omaha Insurance Company Guaynabo PR 07/2024 Present
Marquette University Milwaukee WI 08/2020 07/2024
Academia Del Perpetuo Socorro San Juan PR 08/2007 08/2020
  • 04/2025 → Present
    Mutual Of Omaha Investor Services
    Guaynabo, PR
  • 07/2024 → Present
    Mutual Of Omaha Insurance Company
    Guaynabo, PR
  • 08/2020 → 07/2024
    Marquette University
    Milwaukee, WI
  • 08/2007 → 08/2020
    Academia Del Perpetuo Socorro
    San Juan, PR
Other Businesses

Insurance Agent - Start Date: 07/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, and P&C - Hours/per week during trading hours: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Guaynabo, PR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor